Tesla's full 2025 data from Europe is in, and it is a total bloodbath

>Tesla saw its total volume drop from roughly 326,000 units in 2024 to just over 235,000 in 2025. That is a staggering **27.8% year-over-year decline**. Concerning. >However, this is clearly temporary. Most of Tesla’s growth in Norway in 2025 came from the last two months of the year. That’s due to Norway changing its EV incentives in 2026, **making more expensive EVs, such as Tesla’s, ineligible for some tax incentives**. It resulted in pulling a lot of demand forward into Q4 2025 for Tesla, and consequently, it should make things difficult for the automaker in 2026. Giga Berlin shutdown when?

Layoffs?

At a time when other manufacturers are seeing record sales.

And even in Norway they lost market share, while Volkswagen Group, their biggest competitor, gained 15%.

All thanks to Elon being a twat Wonder how finance internally present these results. Waterfall chart with just a big “twat” column.

> But amidst this sea of red ink, there is one incredibly bright green spot that proves the EV transition is far from over Decent article, but what's this supposed to mean? Everyone else's deliveries are going up.

I just looked into a BYD option. Great products. Very affordable compared with Tesla

So their annual sales were down by 153,097 year over year. Europe account for 91,000 units of that. Leaving a 62,097 unit decline for China, the US, Canada, Australia, and all other nations. Short on time, anyone have those numbers? \_\_\_\_ Edit: China: They sold \~657,000 in China in 2024. Domestic sales for December 2025 aren't out yet, but the most they can theoretically have sold domestically in 2025 is 629,026 based on their total December wholesale sales. That would be a decline of about 28,000 vehicles versus 2024. More than likely, a chunk of those December sales were shipped out of China and the decline was larger. USA: I'll have to try and find the full year results for Tesla in the US. However, in December they sold 48,300 ( [https://motorintelligence.com/](https://motorintelligence.com/) ) versus 57,700 in December '24. A decline of 9400 vehicles in that month alone. ( [https://web.archive.org/web/20250128024739/http://motorintelligence.com/](https://web.archive.org/web/20250128024739/http://motorintelligence.com/) ) It's possible that SpaceX and xAI sales helped boost this number. The decline in October was 12,525 sales y/y, and the decline in November was 11,713 sales y/y. ( citations for those are at: [https://www.reddit.com/r/RealTesla/comments/1pe6h10/tesla\_us\_sales\_reach\_new\_2025\_low\_in\_november\_mi/](https://www.reddit.com/r/RealTesla/comments/1pe6h10/tesla_us_sales_reach_new_2025_low_in_november_mi/) ) So.. for Q4... Tesla saw a decline of 33,638 sales in the US. \_\_\_\_ Edit 2: I went through motorintelligence's web history to get the US sales volumes for every month of 2024 and 2025. Results: Month 2024 2025 Diff 1 53830 48500 -5330 2 54045 43650 -10395 3 50467 44835 -5632 4 47300 45875 -1425 5 51635 46150 -5485 6 54208 50237 -3971 7 53002 53816 814 8 53160 55500 2340 9 53077 62834 9757 10 53175 40650 -12525 11 51513 39800 -11713 12 57700 48300 -9400 Total 633112 580147 **-52965** So... Tesla was down 52,965 sales (8.366%) in the US in 2025 vs 2024. This is worse when you consider that their higher margin model S/X/CT sales sucked, and they began offering cheaper "Standard" models of the 3/Y in Q4. They did, however, raise prices on some of their models/trims in 2025 vs 2024, although they've been doing a lot of selective inventory discounting, so it's hard to say whether those price hikes actually experienced sell through at full MSRP. The reason they were able to raise prices on the S/X in 2025 while selling significantly fewer units is because they cut their production of S/X/CT by 40%. That would increase per unit production costs, which are being offset by the price hikes. I also wouldn't put it past Musk to have used SpaceX and xAI to purchase CT's at higher than MSRP to boost their profits.

That’s just another 150k tesler that spacex needs to buy. I don’t see an issue

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Stock gonna be up 200%!

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Stock is gonna sky rocket when the final numbers come in.

a neighbour in UK just ordered a Model Y - but his wife first of all refused him to get it, he eventually ordered anyway - but shows the level of hatred to Elon. It is because of him she didn't want him getting one. This is also a guy who bought shares in them 3 years ago near a previous peak - so hes' a longterm believer! and he can afford it easily.

Staggering will be when he’s finally in prison.

Stack them all the way to Mars. Two birds, one stone.

Did you see the clown analyst that increased target price to $600/share and reiterated buy rating?! So insane!! 😂🤣🤷‍♂️

The Trump/Musk effect.

This there another report , it’s the most dangerous car to have a crash in, which musk tried to hide aka trump

So much cost cutting with less sales /s

Still 230k of those shitty cars sold in Europe is amazing. I bought a car last year and had a test drive with Tesla because of the price. But it is absolutely shit. Both comfort and interior quality. I just bought a bmw and couldn’t be happier

Does he own DOGE coin too? I'll bet you a quid (to be honest, I'm not sure what a quid is. Just wanted to engage you)

Reality will catch up eventually. Tesla is just another american brand, it’s always just slow deterioration outside the US where it’s all the hype. See Ford, Chrysler, GM et al.

Many of the new VWs look amazing

That's because Tesla isn't a ~~car~~, ~~energy~~, ~~AI~~, ~~robotics~~ company.\ It's a Stock company!

That will be good 'ol Dan Ives then. I'm sure he drinks from the old bathwater of Musk.

The wife should have played the ultimate uno reverse card on him.\ Show him the goods and state that's the last times he sees it if he buys a Tesla!

They're on borrowed time in China. I'm shocked frankly that they can compete at all with BYD even now.

Many Teslas will be needed on Mars by SpaceX

With Trump's attitude and the duplicity of tech billionaires, there is a real risk that 2026 will lead to a significant collapse in US stocks.

I read that title and expected the article to be about how a bunch of Europeans got ran over due to the car's junky self-driving mode. But this is much better.

This is kinda true until the institutional positions quietly deleverage

Yes. I vacationed there and SE Asia last summer. The number of Chinese EVs, especially BYD, that I saw, was terrifying.

A quid is slang for a pound. It’s like saying a buck instead of a dollar.

I bought I nice new Subaru and that thing practically FLOATS on the road and in the Tesla I could feel every pebble.

T$LA up 25%?

And their Skoda Brand did a great job with the Elroq. Overall, those are the nicer versions of the ID.4

I checked out a Seal that was parked at my hotel Italy not knowing what it was—thought it was something I had not seen yet from one of the big Euro brands. It was great looking and the interior was very impressive. Much nicer than the Peugeot I was driving.

New Street Research analyst Ferragu? There’s lots of folks still drinking Elon cult Koolaid ! 😂🤣

I’m actually surprised they haven’t shut it down yet. There’s no reason their Shanghai gigafactory can’t supply both Europe and Asia, it was sized for much more capacity than their current deliveries. One reason is probably that closing a company in Europe is way more complicated than one might think. There are actually laws here that protect the workers, so they might end up having to sell the whole gigafactory with a huge loss to a competitor, provided that the competitor preserves employment.

It's hard not to have better built quality than the Model 3

0 IQ comment

You're telling me that Tesla only sold 235000 vehicles *total*? En totalidad (which I believe is spanglish for in total)? Ford sold 2.2 million.

Sounds like he needs a new wife

0 IQ comment, please don't procreate

Cupra looking to get younger buyers also, that think vw is too old and boring.

So, stock now hits new highs in this totally fraudulent market system?

For what?

I believe the technical term is "corporate puffery".

But why worry? Tesla Robotaxis and Optimus home servant robots will sell in the millions, nay, billions….

_Cybertruck has been towed into the chat_

When Tesla eventually sells zero cars will the stock price reach infinity?

Don't worry the stock will go up

"Tesler" LOL

The US administration is literally threatening to take over Greenland a la Crimea.

Some markets "can only" buy Teslas from berlin because of tariffs. Canada has heavy tariffs on US and chinese made cars. So the only reasonably priced tesla is the Berlin Y. Model 3 costs ~15k more than model Y.

Everything computer

The Musk prediction is in the toilet

The proper term, according to the Orange monkey at the WH is "Tesslur".

It's hard to imagine the grift continuing if a Democrat is in the White House. Right now, the elections are looking pretty blue. The only thing Republicans have going for them is Maduro. And that's IF Venezuela doesn't go the way of Iraq/Afghanistan. Plus they've lost the independents and libertarians.

He’s never going to prison

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> Sweden -66.9% Love to see it!

It’s actually positive news for the stock. According to Leon Teslers will make you money and are an appreciating asset so the more stock they sit on the more the company is worth. To the moon!! 🌙

Stock up by 50% pre-trading

Margot Robbie is that you?

That's 235,000 too many people with their head in the sand.

It's funny how permabulls keep talking how legacy auto is doomed and have no chance against Tesla, when the legacy auto beat Tesla at their own game. Not only did they catch up, they overtaken them.

preposition them there for the colonists and bill NASA

The robots will deliver orders from the restaurant chain in the robotaxis…

Back in 2022, SMR was projecting 1.445M from Berlin in 2025, plus another 1.5M from 4 more gigafactories spinning up.

I thought it was a hamberder company?

“Legacy auto is so dead”

“The dip is temporary because there will be a temporary bump after the temporary dip.”

Should be, but Elon literally full auto spaghettified his own foot.

Oh, if the people in Venezuela who hold power don’t get something in return it will absolutely be a long drawn out conflict of some sort. Oil fields are pretty easy to explode with a few drones. This is just so stupid and I cannot fathom what they’re thinking.

Yeah but uhhh.. sola… battery storage! Robot battery storage AI rocket ship tunnel. Haha stock go brrrrrr

Don't threaten me with a good time

That's the singularity

Nobody is going to buy a massive factory from Tesla. VW probably has plenty of surplus if that was at all desired.

Honestly surprised it wasn’t even worse.

Idk about Europe but in the US if it wasn’t for their charging network they’d be in even bigger trouble. Our public network is terrible and broken at least half the time or delivering under the advertised charge rate.

> Right now, the elections are looking pretty blue. If they are even fair elections.

I'm impressed the news actually caused a 4% decline in TSLA, at least temporarily

It’s hard to see the grift continuing under the current admin- Europe is going to completely boycott Tesla if the US takes Greenland by force.

You are good to put 'dad' at the end of any word and that is Spanish.

And Tesla knows closing a single factory would be a death blow to their perception of growth. They would rather put the company in the red I suspect than close a factory. Just keep diluting shares to pay for the expenses.

Norway is big in EV to be sure but they are 5 million. They are 1 percent of the European population.

There stock has been garbage since 2022. I wish people would quit saying this because that is why people are still investing in it.

I'm just here for the comments

Unpopular opinion, sales are down mostly due to the new styling looking worse than previous gen model Y and 3. Robotaxi , cyber design looks significantly meh

> It's hard to imagine the grift continuing if a Democrat is in the White House. He eviscerated the agencies investigating him. Most of that is unrecoverable.

Venezuela to mandate Tesla’s for every eligible driver

My son bought a Seal (Australia). It's a very nice car. Everything about it is superior to the equivalent Tesla.

Turns out Europe hates nazis even more than Americans. who woulda thought.

What you haters don't understand is that Tesla isn't a vehicle manufacturing company, it's a fraudulent promise investment marketing company.

Stock price increases based on inverse growth. Great!!!

Stock up, right?

Yup. Honestly I think that's vanishingly unlikely.

I’d just like to say this is the first time I’ve been on television.

You meen the American taxpayer.

Why terrifying?

The utter dominance of Chinese EVs in those regions.

In another article I read France apparently cut it's incentives for Chinese made cars late this year and the decline in Model 3 sales (from China) was much higher than Model Y (from Germany) as a result. I think that same article stated that it's estimated all Tesla factories were operating at around a 70% capacity. I'll see if I can find that source

You're getting your apples and oranges mixed. Tesla sold 235,000 vehicles total in Europe. Ford hasn't released their numbers yet, but their sales in Europe are around 450,000.

Turns out no one wants to buy a swasticar

That was actually because Nvidia announced their intention of selling autonomous driving software. Which means the possibility of Tesla selling FSD (once it actually works) to other automakers is now gone (not that it ever actually existed, but the Tesla bulls thought it did and would bring in millions).

It's called being "between growth curves"

Just close two tunnels.

We said the competition was coming but they laughed

Correct he is far too wealthy to serve time for petty white collar crimes like market manipulation, securities fraud, or theft.

No one wants sedans and with Australia being so small the last 7 years of Model 3 probably covered everyone who wants a sedan.. Model Y is what people want..

This is why elon is rushing to release robo taxi, its his only leg left before the stock collapses

If it comes to that i can see him just fleeing to some place that lacks extradition treaty willing to take whatever money he has hidden away. Of course that makes it extra awesome if there is a bounty on him.

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Don't expect top level journalism and logic from every shit rag freelancer.

We will need to live through the spaceX IPO and its eternal grift as spaceX has stolen all of NASA’s IP by now and Elon will profit as a genius.

Hard disagree. Tesla can make batteries and motors. They’ve got no fucking clue how to build the rest of the car properly.

He is a rich white racist man child. Zero chance he goes to jail

Tesla France lied to me. They didn’t uphold a written promise to reimburse me for costs I incurred with my broken model 3. I will therefore never buy a Tesla again.

Guess going all in on the Trump admin has some consequences

I'm a little worried that Germany might be bouncing back, at least a little, this year. We've got new government incentives coming. None of the details are set in stone, but it's likely at least some Tesla models will benefit from it.

All EVs are still eligible for tax incentives in Norway

to be fair nearly all of them have done a GODAWFUL job of bringing EVs to market with the exception of Hyundai / Kia

It’s mostly due to Norway and the massive discounts Tesla offered there including very low cost financing. That combined with ending government benefits in 2026. In Germany their models aren’t even among the top 10 EVs sold this year afaik.

Tesla doesn't make batteries, they buy them from Panasonic, CATL, BYD and LG. Don't know who makes their motors.

Actions have consequences.

I thought they manufactured batteries at their factory in Nevada.

From your lips to the institutions ears. 🙏

Nevada is a building that Tesla rents out to Panasonic. Panasonic builds the batteries.

> And Tesla knows closing a single factory would be a death blow to their perception of growth. Nah, they fired like 25% of their workforce and called it efficency gains. It worked for the stock.

2028 new uk electric pay per mile. If sales don't drop then tax may increase as petrol drivers pay in tax on fuel.

Goodness Gracious I would hope not. I'd never get anything done what with looking in a mirror and masturbating all days.

Welp, apparently the Tesla Diner™ is already empty so..    ¯\_(ツ)_/¯

SpaceX gets a lot of funding from the US so you mean tax payers will buy.

Nothing a good twitter post about robotaxis and Optimus can’t fix

Share price will go up on the bad news

It’s likely they paid around 80k which is fair market value

It’s actually not taxpayer money that is used to buy the CTs

It’s actually not the taxpayer money

With the us tax credits gone other legacy brands will likely decline way more

Prob won’t happen, what did he do to have to be in prison?

My old college roomie is from china, we visit each other once a year - he told BYD quality isn’t great over there, and it’s propped up heavily by the government Tesla there is seen has a high quality brand (I doubt anyone in this sub has ever been to china) Him and his fam all have a Tesla because of it

Mr friend bought a china made tesla in Australia - he said everything about it is better than the seal lol

The quality of the new refreshes are actually quite excellent, and overall the Tesla, as far as super superior, especially in software and technology to the BMW

Looking at global sales - Tesla smashes VW lol

Musk should really be put in prison at this point. It’s ridiculous how many people have perished in his pursuit of progress. And he literally has enough money to build fake towns and hire stunt drivers to test his stupid fucking cars but that wouldn’t maximize his profits. To me he’s an incredible asshole and I’d rather freeze to death than get into one of his cars.

I also ended up getting one - I don’t like Elon or the US but the car is just a good deal for me.

Here in the UK, Tesla model Y and 3 were the best selling EVs in 2025, by a huge margin. So whilst sales are down, they are still over 10,000 units in front of the third best seller.

Thank Elon and Trump for this.

To be fair, that could be a legitimate business choice. Lots of companies get bloated and that is just bad for the company and for society if you have low efficiency. But it should raise questions when a companies' value is based on growth to be sure. And at 1.5 trillion, Tesla is 90% based on growth.

Oh look , another article from electrec hating tesla..., tesla needs a smaller car, whoever was in the market for a large by europe standards sedan-suv (and expensive one) has already bought one. You cannot sustain YoY with such large cars in Europe and especially in a declining economy that also faces increased competition.

Either a smaller car overall or a compact SUV (T-Roc, 2008 or 3008, etc.)

They will provide a platform, everything else will need to be done by the car manufacturer. This is not a FSD competitor.

The batteries are assembled by the vendor onsite. Could you imagine the increase in lithium fires if Tesla had control of another technology they're short on knowledge with? The motors are also built internally as a completed assembly, being built by a third party group (similar to how e.g. EPAM or TCS provide warm bodies in seats, the battery builders aren't internal employees, but contractors). Tesla does not have good vertical integration in the core silos, which has been an interesting set of management choices. That choice will bite them when stuff goes sour and there's far less future economic leverage available

As every Musk cultist would say.. lol.

They are only a few years removed from being AI-calibrated to identify and run over American tourists

Can you tell me why you need to go to China to compare a Tesla to a BYD? Maybe BYD keeps the pov models for the home market, a fairly common practise. Idk, but maybe the cars Tesla sells into the China market are the top end models, also a common practice. Also, maybe your friends feel so much better driving a foreign make. Like people here feel so good driving a Mercedes or BMW even though they weren't that much better than the top-level cars made locally (when we did have a car manufacturing business in Australia) There is a marked difference in favour of BYD here in Australia.

The car is at Tesla sells in. China are the exact same we get here… but Chinese workers are better than American worshipers seemingly so it looks like it’s better quality Yes, that is probably true about the foreign cars, he’s from a wealthy family and basically all his friends have a Tesla, his dad has a BYD, and after taking one ride in it, it’s only one so obviously I’m not an expert, I don’t understand the height. I guess it’s just home-field advantage, but the quality is similar. If not a step below Tesla, even told me BYD is popular because of the Chinese government.. I would assume in Australia, the BYD’s that sell their are the most are the cheaper models? Because it seems like the Tesla model Y is the best selling EV in Australia. So maybe if Tesla had a cheaper remodel, it would also outsell them

😂

Much cheaper to have a swastika tattooed onto the forehead than buying an actual tesla

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Way more it seems.

Saw a sticker on a Tesla the other day saying the bought it before Elon went crazy. You know the brand is bad when people have apology stickers.

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Of course cost cutting equals higher value company. Meme stocks… this is the way

Hyper growth company btw, totally gonna grow into that P/E ratio for sure. Giga bullish.

How much is the BEV polo expected to cost?

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Thanks! That sounds like a winner — have they announced a battery range?

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Thanks so much for the details!

We had a nazi that gained power in the past. Now, Europe, is not that naive anymore. Enough is enough with Musk attitude.

The shell game.

It all goes on debt so the future generations of American taxpayers.

I read a Top Gear review of both the Tesla and BYD, and apparently the Tesla still rides better than the BYD. BYD hasn't got their ride tuning perfect yet. By how much. I don't know. But the BYD that Top Gear tested was not that much cheaper than the Tesla. It's possible that Chinese market BYDs can be a lot more affordable, but Chinese workers also get paid less in USD so that could even out. What I got from the comparison was that if somebody had boat loads of money, and was ambivalent politically/morally, they would want to buy the Tesla over the BYD of somewhat similar price, because BYD has not perfected their car's handling and ride yet. BYD gets a 3/5, Tesla a 4/5. https://www.topgear.com/car-reviews/tesla/model-3 https://www.topgear.com/car-reviews/byd/seal Id personally prefer the car with more interior buttons. Tesla is notoriously minimal on buttons. But apparently the BYD doesn't ride quite right. it's a top contender, essentially. Maybe if BYD picks up some more institutional engineering knowledge, they can improve on the Seal's shortcomings and equal the Tesla?  Kinda like Hyundai and Kia rivaling Japanese/American these days. They used to be trailing. But it took them many years to catch up. Can China/BYD improve faster, with modern tech? Also Hyundai and Kia may have benefitted from foreign partnerships. Not sure if BYD Is partnered with say GM.

That's an odd complaint considering the Tesla models using a typical sprung suspension has an average ride. My Model S had the air struts suspension and as would be expected, rode like a cloud just hovering over the road and even the normal jarring jolt from significant potholes were largely subdued.

VW is growing fast while Tesla is shrinking in the EV market. VW will at this pace overtake Tesla in a couple of years.